See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,892 | $217,402+77.5% | $185,823+107.7% | $167,490+130.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.91% | 148.36%-145.5pp | 122.05%-119.1pp | 478.56%-475.7pp |
| Employer contribution / active EE | $34,250 | $5,873+483.2% | $5,167+562.8% | $4,837+608.0% |
| Participant deferral / active EE | $2,167 | $6,356-65.9% | $5,568-61.1% | $6,341-65.8% |
| Admin fee / account holder | $12,863 | $19,811-35.1% | $16,237-20.8% | $12,309+4.5% |